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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo
Divulgaciones en tiempo real
Las presentaciones de información sobre carteras para T3 2026 están en curso y cerrarán el 16 de noviembre. Hasta este momento, 7,143 fondos (~80%) han divulgado sus posiciones. Los datos a continuación se actualizan en tiempo real en cuanto un fondo presenta una declaración ante la autoridad reguladora.
AUM masivo
Más de $200 mil millones
AUM elevado
De $10 mil millones a $200 mil millones
AUM medio
De $2B a $10B
AUM bajo
De $250M a $2B
AUM micro
Menos de $250M
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Nombre | AUM |
Crecimiento de AUM |
AUM Crecimiento % |
Trim. Rend. est. |
Rendimiento est. a 3 años | Posiciones en cartera | Rotación de cartera |
Tenencia prom. (años) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2276 |
2276
Drexel Morgan & Co
Radnor,
Pennsylvania
| USD 748 M | +USD 28.9 M | +4% | 3.62% | 62.4% | 61 | 3.28% | 8.1 |
|
| 2277 |
2277
Balboa Wealth Partners
Scottsdale,
Arizona
| USD 748 M | +USD 13.2 M | +2% | 2.77% | 214% | 513 | 18.13% | 1.8 |
|
| 2278 |
2278
CFO4Life Group
Coppell,
Texas
| USD 747 M | +USD 4.67 M | +0.6% | 1.65% | 67.6% | 249 | 8.03% | 3.9 |
|
| 2279 |
2279
Lebenthal Global Advisors
Hauppauge,
New York
| USD 747 M | +USD 5.58 M | +0.8% | 0.28% | 57.2% | 215 | 13.02% | 2.3 |
|
| 2280 |
2280
Austin Asset Management
Austin,
Texas
| USD 747 M | +USD 29.2 M | +4% | 1.46% | 93.4% | 103 | 15.53% | 2.7 |
|
| 2281 |
2281
SFE Investment Counsel
Los Angeles,
California
| USD 747 M | +USD 5.08 M | +0.7% | 0.97% | 114% | 166 | 16.27% | 5.3 |
|
| 2282 |
2282
Covenant Asset Management
Chester,
New Jersey
| USD 746 M | +USD 151 M | +25% | 4.3% | 177% | 182 | 12.09% | 4.5 |
|
| 2283 |
2283
LS Investment Advisors
Bloomfield Hills,
Michigan
| USD 746 M | +USD 8.12 M | +1% | 3.69% | 98.7% | 132 | 6.82% | 8.7 |
|
| 2284 |
2284
Topsail Wealth Management
Charlotte,
North Carolina
| USD 745 M | -USD 37.8 M | -5% | 1.24% | – | 322 | 12.11% | 1.3 |
|
| 2285 |
2285
Stablepoint Partners
Braintree,
Massachusetts
| USD 744 M | +USD 21.3 M | +3% | 2.07% | 92.8% | 269 | 7.43% | 2.2 |
|
| 2286 |
2286
Northwest Financial Advisors
Herndon,
Virginia
| USD 743 M | -USD 8.6 M | -1% | 1.73% | 67% | 99 | 14.14% | 1.4 |
|
| 2287 |
2287
Academy Capital Management
Waco,
Texas
| USD 743 M | -USD 13.1 M | -2% | 5.25% | 85% | 40 | 15% | 3.9 |
|
| 2288 |
2288
North Growth Management
Vancouver,
British Columbia, Canada
| USD 743 M | -USD 37.3 M | -5% | 0.88% | 243% | 50 | 8% | 5 |
|
| 2289 |
GF
2289
Greenfield FTC
Reno,
Nevada
| USD 743 M | +USD 8 M | +1% | 1.12% | 75.4% | 4 | 0% | 3.1 |
|
| 2290 |
2290
Blue Fin Capital
Warren,
Rhode Island
| USD 742 M | +USD 49.8 M | +7% | 7.16% | 147% | 171 | 8.19% | 6.6 |
|
| 2291 |
2291
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| USD 741 M | +USD 7.12 M | +1% | 0.73% | – | 194 | 6.7% | 4.1 |
|
| 2292 |
2292
Affinity Wealth Management
Wilmington,
Delaware
| USD 740 M | -USD 36 M | -5% | 3.31% | 125% | 128 | 18.75% | 3.1 |
|
| 2293 |
2293
SeaBridge Investment Advisors
Summit,
New Jersey
| USD 740 M | +USD 48.7 M | +7% | 2.54% | 139% | 269 | 33.83% | 2.8 |
|
| 2294 |
2294
PSG Equity
Boston,
Massachusetts
| USD 740 M | -USD 120 M | -14% | 13.9% | 13.7% | 1 | 0% | 4.8 |
|
| 2295 |
2295
JLB & Associates
Plymouth,
Michigan
| USD 740 M | -USD 8.44 M | -1% | 3.05% | 69.9% | 68 | 0% | 7.4 |
|
| 2296 |
2296
Rather & Kittrell
Knoxville,
Tennessee
| USD 740 M | +USD 24.1 M | +3% | 1.7% | 43.8% | 134 | 20.15% | 2.4 |
|
| 2297 |
2297
BDF Gestion
Paris,
France
| USD 738 M | -USD 12.2 M | -2% | 7.21% | – | 154 | 12.99% | 1.6 |
|
| 2298 |
2298
First National Advisers
Omaha,
Nebraska
| USD 737 M | +USD 24.7 M | +3% | 3.59% | 101% | 278 | 14.39% | 2.1 |
|
| 2299 |
2299
Manchester Capital Management
Manchester,
Vermont
| USD 736 M | -USD 32 M | -4% | 2.83% | 86.7% | 1,362 | 6.75% | 4.3 |
|
| 2300 |
2300
Consolidated Planning Corp
Atlanta,
Georgia
| USD 735 M | -USD 6.46 M | -0.9% | 1.4% | 84.6% | 200 | 27.5% | 2.4 |
|